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976 Lake Baldwin Lane Suite 201, Orlando, FL 32814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-10 |
| FL | RA | APPROVED | 2024-02-04 |
Branch Locations
976 Lake Baldwin Lane Suite 201, Orlando, FL 32814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, Na | Winter Park | FL | 12/2004 | 01/2020 |
| Fieldpoint Private | Orlando | FL | 01/2020 | 04/2022 |
| Alphaq Advisors, Llc D/B/A Haven Private | Orlando | FL | 04/2022 | 06/2024 |
| Elevate Iv, Llc | Orlando | FL | 04/2022 | Present |
| Topper Hill, Llc D/B/A Topper Hill Group | Orlando | FL | 03/2023 | Present |
| Enclave Risk Management, Llc | Orlando | FL | 03/2023 | Present |
| Haven Private, Llc | Orlando | FL | 12/2023 | Present |
| Alphaq Advisors, Llc | Orlando | FL | 07/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-07 |
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